BigCommerce
This guide describes how to integrate Resolve into your BigCommerce e-commerce platform so that you can provide Net Terms as a payment option to your customers.
Overview
After integrating Resolve, your BigCommerce shop will:
Offer Net Terms as a payment option on the checkout page
This payment option also surfaces a link to your buyer application
Process Resolve payments in your order management system
The integration steps are:
Instructions
Before you begin
Before beginning integration, you should review the following:
Resolve BigCommerce integration (BigCommerce marketplace listing)
Your current checkout process to understand how Resolve will affect operations and customer experience
Install the extensions and follow the steps in 5. Test your integration before going live. The integration will not operate with Resolve sandbox accounts.
1. Retrieve keys
Your Merchant ID and Secret Key are available in your merchant dashboard. Just go to the Settings tab then choose "Integrations" from the sub-tabs. Your Merchant ID and Secret Key are under the "Direct API" section. Be sure you're logged into your production dashboard to retrieve these credentials. The Resolve BigCommerce integration will not connect to Resolve sandbox.
2. Install the extension for BigCommerce
Install the Resolve for BigCommerce app via the BigCommerce app store.
3. Link your BigCommerce shop to your Resolve Pay account
You'll need to link your BigCommerce shop to your Resolve account, from within your BigCommerce dashboard.
Navigate to the Resolve Pay app settings and enter your Merchant ID and Secret Key.
Click 'Link merchant account'.
4. Make changes to your BigCommerce store
You'll need to make two changes to your store's BigCommerce store settings: (a) Update Checkout settings and (b) Update Payment settings (enable 'cash on delivery').
Resolve's checkout script will override the 'cash on delivery' method to enable payments with Resolve.
a. (B2B Edition) Update B2B Edition Checkout settings
Navigate to the B2B Edition App and select "Settings" > "Checkout". Under the B2B Checkout section, select "Custom Checkout URL" > "Save" > "Yes, Turn on Override". Once the changes are applied, return to the Resolve extension.
b. (B2B Edition) Select B2B Edition compatibility toggle
If you are installing the extension on a BigCommerce B2B Edition store, then select the "Enable B2B Edition compatibility" toggle. If you are not using B2B Edition, ensure that the toggle is not selected.
c. Update Checkout settings
Selecting the "Update Checkout Settings" button will override a custom checkout script that is applied to your store. If you're using an existing custom checkout, please reach out to your Resolve Account Manager for assistance.
To verify that you are not using a custom checkout, ensure that the "Checkout type" is the Optimized One-Page Checkout in your BigCommerce Checkout Settings (Settings > Checkout).
Click on "Update Checkout settings". Be aware that this action will instantly update your BigCommerce Checkout settings to use our approved checkout script.
To verify that your Checkout settings have been successfully updated, click on "Go to Checkout settings". You will be redirected to your Checkout Settings page.
Verify that 'Checkout type' has been updated to 'Custom Checkout'.
And now scroll down and verify that 'Custom checkout' section has been updated with the following URLs and verify that both boxes below the text box are selected:
BigCommerce Standard - https://bc.resolvepay.com/auto-loader.js
BigCommerce B2B Edition - https://bcb2b.resolvepay.com/auto-loader-1.0.0.js
d. Update Payment settings (enable 'cash on delivery')
Click on "Go to Payment settings" or navigate to your store's Settings > Payments menu.
Scroll down to the 'Additional providers' section and open the 'Offline Payment Methods' section. Enable 'Cash on Delivery'.
Refresh the page and scroll back to the top. Click the 'Cash on Delivery settings' tab to update how this payment method displays to your buyers. We recommend the settings below. Change the Display Name to 'Pay with terms' and update Delivery Information to convey next steps to buyers that complete a checkout with this method.
5. Test your integration
Connect with your Resolve Account Manager to access a test buyer (ie. test buyer credentials) associated with your merchant account.
If you enabled the "Test mode" toggle in the extension's settings, please be aware of the following changes:
Invoices will be created in "test mode" and will not trigger any money movements in Resolve.
Invoices will not be sent to the customer, and will only be visible from your dashboard.
Test invoices will be denoted with a "Test mode" indicator when selecting an invoice from your Resolve dashboard.
(Optional) Enable the "Test mode" toggle in the extension's settings.
Add items to your cart and proceed to checkout.
Select 'Pay with Net Terms' as the payment option.
Proceed to checkout and use the test buyer credentials to login to Resolve and confirm an order.
Verify that you land on the order confirmation page and that your order has been created in BigCommerce.
View your order within the Resolve dashboard.
Capture your order in BigCommerce if desired. See Processing transactions (BigCommerce) for more.
Test buyers will be configured for a 0% advance, so they will not trigger money movements in Resolve - even if you choose to capture or refund the order from within BigCommerce.
6. Go live with Resolve
If you've enabled "test mode" in the extension settings, ensure this is disabled prior to going live.
Let your buyers know about your new 'Pay with net terms' option and educate them on Resolve Pay. You're ready to go!
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